P 401(k) Plan Report

Stable plan record

PBJ WEALTH MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN AND TRUST

Sponsored by PBJ WEALTH MANAGEMENT, INC. · EIN/PN 611573766-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$6,558
Administrative cost per participant
2025
$151
Active participants
2025
5
Total plan assets
2025
$100,921
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260223182335NAL00037609780015$6,558
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.